Wendy-Mitchell
 

Executive Assistant and Operations Manager

[email protected]

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Office Locations: Emerald Isle, Kinston and Wilmington, NC

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Wendy Mitchell

Wendy has lived in North Carolina for most of her life and has worked in the financial industry for more than 15 years.

Wendy joined Crossbridge Financial Group in 2019 as an executive assistant and operations manager supporting private wealth advisor Michael E. Spears and Marvin Vick. In her current role, she handles all the day-to-day office operations, from office paperwork to client requests and everything in between.

She received her bachelor’s degree in business administration: management and organizational development from Mount Olive College in 2011 and her MA in executive leadership from Liberty University in 2015.

Personal

Wendy is married to Brad and they have two beautiful daughters, Maia and Kelli. She also has two dogs (Vizslas), Emma and Leo. She loves volunteering at her church and has gone on many mission trips giving back to the communities she loves.


Our Team

 

Michael-E-Spears

Michael E. Spears, CRPC®, APMA®

Serena-Koltzau

Serena Koltzau

 

Locations that Serve You: Cary, Emerald Isle, Kinston, Wilmington, North Carolina.


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